Interact to see
Advertisement
Advertisement
MLPDX vs MLPFX
MLPDX vs MLPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPDX vs. MLPFX commentary
Jun 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MLPDX is a Buy and MLPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.9B vs. MLPFX (2.06B). MLPDX pays higher dividends than MLPFX: MLPDX (7.24) vs MLPFX (5.90). MLPDX was incepted earlier than MLPFX: MLPDX (15 years) vs MLPFX (15 years). MLPFX (6.62) and MLPDX (6.56) have similar cost to investors . MLPFX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (6%) and MLPFX (6%) have equivalent initial investment costs. MLPDX (1000) and MLPFX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 20.62 vs. MLPDX (14.40). MLPFX (214.64) and MLPDX (214.48) have equivalent 5 years return.
| MLPDX | MLPFX | MLPDX / MLPFX | |
| Total Expense Ratio | 6.56 | 6.59 | 100% |
| Annual Report Gross Expense Ratio | 6.56 | 6.62 | 99% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 5.037 | 5.666 | 89% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 2.06B | 189% |
| Annual Yield % from dividends | 7.24 | 5.90 | 123% |
| Returns for 1 year | 14.40 | 20.62 | 70% |
| Returns for 3 years | 82.06 | 92.68 | 89% |
| Returns for 5 years | 214.48 | 214.64 | 100% |
| Returns for 10 years | 67.37 | 69.53 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers